Brookwood Investment Group LLC CAPITAL GROUP CORE BALANCED Transaction History

Brookwood Investment Group LLC

  • $620 Billion
  • Q2 2025
Number of Shares
20,367
Previous 20,912 2.61%
Holding current value
$681 Million
Previous $648 Million 5.13%
% of portfolio
0.11%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
SELL
N/A
-545 Reduced 2.61%
20,367 $681 Million
Q1 2025

May 06, 2025
BUY
N/A
20,912 New
20,912 $648 Million
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